Matrix was founded on one core principle — to do great work for our clients.

This principle is based on the belief that our clients deserve to be advised by highly skilled, passionate, and independent investment bankers who have an intense desire to fully understand clients’ specific goals and work diligently to achieve them.

After 35 years of building client relationships and advising on more than 500 engagements, we can truly say that our bankers have remained committed to The Matrix Principle.

What Makes Us Different?


We are an independent firm by choice because we know that competing interests within a firm can sometimes complicate the mission. Independence means the freedom to represent our clients’ best interests at all times.

It means the ability to create the best transaction structure for each client, to provide totally unbiased advice and to execute the transaction solely to maximize value and achieve our clients’ goals.

Extensive Experience

Our transactions can be highly complex, requiring not only industry knowledge, but a deep understanding of alternative structures, financing markets and tax implications that specifically relate to our clients.

Matrix has the merger & acquisition expertise and knowledge to provide the best possible advice in complicated transactions.

Senior Level Attention

We handle each transaction with a “hands-on” approach. Our deal teams are composed of experienced investment bankers, including Managing Directors, who, on a daily basis, stay involved with every aspect of the transaction.

We are deeply committed to our clients and provide them with a confidential and intensive approach to detail and professionalism that reaches far beyond their expectations.

Learn more about our people.

Meet Our Team